Use segments from Dynamics 365 Customer Insights
Dynamics 365 Customer Insights - Data applies artificial intelligence to analyze rich pools of customer data that is collected from across other apps like Dynamics 365 Sales, Service, and Customer Insights - Journeys. Its standard functionality generates powerful analytical displays for each contact, which helps make the information easy to understand and use. The integrated solution can:
Load data from Dynamics 365 Customer Insights - Journeys into Customer Insights - Data and combine it with customer data from other sources.
Apply data cleansing, enrichment, fuzzy matching, and more.
Use segments that are created by Customer Insights - Data to target customer journeys in Dynamics 365 Customer Insights - Journeys.
Prerequisites
Dynamics 365 Customer Insightsm - Data is an app along with Dynamics 365 Customer Insights - Journeys. To use the features described in this topic, you must already have a Customer Insights - Data instance available before you can integrate it with Dynamics 365 Customer Insights - Journeys. You can use either a trial or a production license of Customer Insights while trying out the integration, but you must eventually purchase a full license if you decide to continue using it.
Overview of Customer Insights
Customer Insights - Data has its own database for holding contact records and other information, and its own tools for working with that information, including tools for creating segments. That means that Customer Insights requires access to your Customer Insights - Journeys database to enable it to work with your contacts. You set this up by adding your app instance as a data source in Customer Insights - Data.
You bring Customer Insights - Data segments into Customer Insights - Journeys by exporting them. The systems can communicate directly, so once the connection is set up, you'll be able to export segments with just a few clicks in Customer Insights - Data. You set this up by adding your Customer Insights - Journeys instance as an export destination in Customer Insights - Data.
You can configure the frequency of automatic refreshes for Customer Insights segments by changing your system preferences in Customer Insights. You can also re-export manually at any time.
Each time a segment in Customer Insights - Journeys is refreshed by Customer Insights - Data, it completely replaces that segment on the Journeys side. It doesn't do an incremental update. Even if the segment is live in Customer Insights - Journeys, Customer Insights - Data will still be able to refresh it without stopping the segment.
Segments exported from Customer Insights - Data to Customer Insights - Journeys look like static segments. In Customer Insights - Journeys, you'll be able to see which contacts are in the segment, but not the logical rules used to create the segment in Customer Insights - Data. To modify the query criteria for these segments, you must work in Customer Insights - Data and then allow the systems to sync.
Note
Static segments in Customer Insights - Journeys look different from segments in Customer Insights - Data. In Customer Insights - Journeys, the Designer tab for draft segments displays a list of all contacts in your database and uses checkboxes to indicate whether or not each listed contact is a member of that segment. For live segments, Customer Insights - Journeys also provides a Members tab, which shows only the contacts that are members of the segment. In Customer Insights - Data, you'll just see a list of contacts that are part of the segment.
When you export a segment to Dynamics 365 Customer Insights - Journeys, the resulting segment will only contain contacts already in the app that match incoming contact IDs from the Customer Insights - Data segment. Contacts in Customer Insights that have IDs that aren't present in Customer Insights - Journeys (possibly because they came from another data source) will be ignored, so new contacts won't be created in Customer Insights - Journeys.
When a new segment arrives in Customer Insights - Journeys from Customer Insights - Data, it will be in the draft state. To use it with a customer journey, you must go live, just as with segments created natively in Customer Insights - Journeys.
Once a segment is live in Customer Insights - Journeys, Customer Insights - Data will still be able to refresh it without stopping the segment.
For more information, see Use segments from Dynamics 365 Customer Insights - Data with Dynamics 365 Customer Insights - Journeys.